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Feb 17 17 tweets 3 min read
Market Leaders by Category:

IRCTC 100% market share in rail network.

HAL 100% market share in its segment.

Dream folks >90% market share in airport lounge business

MapMyIndia >90% market share in GPS navigation in India

Zydus wellness >90% market share in sugar free product.
IEX >90% market share in power trading

Eicher >85% market share in 350cc bikes

Wabco >85% market share in braking systems (M/H vehicles)

MCX >85% market share in commodity tradng

Tinna Rubber >80% ms in micronized rubber powder

Coal India >80% market share in coal production
Honda Siel >75% in portable power generators.

Hindustan Zinc >75% market share in primary zinc industry.

ITC >75% market share in ciggarettes.

NRB Bearings >70% market share in needle roller bearings.

Suprajit Engineering >70% market share in Cables 2W.
Deepak Fertilizer >70% market share in Isopropyl

Asahi Glass >70% market share in automotive glass

Greaves cotton >70% market share in Diesel Engine 3W

Xpro >70% market share in Coextruded Plastic Films

Pidilite >65% market share in adhesives.

Jamna Auto >65% in Leaf Spring
CAMS >65% market share in RTA within MF industry

Time Technoplast >65% market share in polymer based industrial packaging

Concor >65% market share in domestic container cargo transport

LIC >60% market share in life Insurance category

Exide >60% market share in lead batteries
Naukri >60% market share in the Indian job market space.

Praj >60% market share in ethanol plant installing.

ACE >60% market share in Mobile & Tower Cranes segment.

Indiamart Intermesh >55% market share in the online B2B Classified space.
Laxmi Organics >50% market share in diketene derivatives segment. >25% market share in ethyl acetate.

Vst Tillers >50% market share in
Power tillers.

Sanghvi Movers >50% market share in overall domestic crane hiring market.
Emami >50% market share in antiseptic & male grooming segment.

Delta corp >50% in online poker games.

Bajaj Auto >50% market share in 3Wheelers Segment.

Vinati Organics >50% market share in IBB.

OCCL >50% market share in IS.

LMW >50% market share in textile machinery.
Bajaj consumer >50% market share in almond hair oil.

Asian paints >50% market share in decorative paints.

Colgate >50% market share in oral care.

Symphony >50% market share in
coolers.

PGHH >50% market share female care & vaporub.

La Opala Rg >50% market share in opalware.
HLE Glasscoat >50% market share in filtration & drying equipment.

Maruti suzuki >50% market share in passenger cars.

APL Apollo >50% market share in structural & pre galvanized tubes.

Cdsl >50% market share in investors accounts.
Interglobe Aviation >50% market share in Air Traffic Passengers.

GMM pfaudler >50% market share in glass lined equipment.

Marico >40% market share in hair oil (coconut) & edible oil.

HUL >40% market share in soaps, household products.
Borosil Renewables >40% market share in solar glass business.

Nestle >40% market share in Instant noodles. >95% in infant nutrition.

Blue dart >40% market share in air express courier service.

VIP >40% market share in luggage.

USL >40% market share in spirits/whisky.
UBL >40% market share in beer.

Sundram fasteners >40% market share in fasteners.

Nocil >40% market share in rubber chemicals.

Gillette >40% market share in razors & blades.

Alkyl Amines >40% market share in DMAHCL.

Rajratan Global >40% market share in bead wires.
TTK Prestige >40% market share in pressure cookers.

Hero Motocorp >35% market share in 2 wheelers.

Tata Motors >35% market share in commercial vehicles.

M&M >35% market share in Tractors. (used in agri farms)

Hsil >35% market share in sanitaryware.
Sheela Foam >35% market share in Sleeping Mattress

Reliance >35% market share in Telecom

Ultramarine >35% market share in pigment

Britannia >35% market share in biscuits

Xpro <30% market share in dielectric films

Genus power >25% market share in electricity metering
HDFC Bank >20% market share in credit card segment.

HIL >20% market share in fibre cement sheets.
Note: Information shared here is to the best of my knowledge. Investors can cross - check on their own.

Disclaimer: Names shared here are not any recommendation but only for educational & information purpose.

Share more names & extend the list if you know any.

Happy Investing.

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More from @MeetshahV

Jan 28
Philip Fisher's 15 point checklist.

1) Huge Addressable Market:
- Titan.
- Hatsun.
- Star Health.
- Hdfc Life.
- Page.
- Relaxo.

2) New Product Development/Innovation:
- Saregama.
- 3M.
- Tata Consumers.
- Nestle.
- ITC.
- Amul.

3) Efficient R&D:
- 3M.
- Tata Elxsi.
- Pfizer.
4) Above Average Sales Organisation:
- HUL.
- Britannia.
- Parle.
- Nestle.
- Amul.
- ITC.
- Reliance.

5) Worthwhile Profit Margin:
- Colgate.
- Aptus Housing.
- Icici Securities.
- Info Edge.
- Occl.
- Ambika.

6) Initiative to improve margins:
- Escorts.
- Pidilite.
- Eicher.
7) Relations with Employees: - - Tata.
- Reliance.
- Infosys.

8) Relations with Executives:
- HDFC.
- Tata.

9) Depth in Management:
- United spirits.
- Nestle.
- HUL.
- Pidilite.
- Asian Paints.
- Bajaj Finance.

10) Cost Analysis & Accounting Controls:
- Dmart.
Read 4 tweets
Dec 31, 2022
2022 - Year End Mega-Thread.

List of Books. Subscriptions. Newsletters. Websites. Idea Generation. Fund Managers i follow, Major new stocks I bought in 2022. Mistakes I made in 2022...
Books i love to re-read irrespective of market cycles:

1) The Snowball.
(compounding)
2) You can be a stock market genius.
(Special situation)
3) The Little book that builds wealth.
(Moats)
4) Margin of Safety.
(Valuation)
5) Black Swan.
(High Improbable Events)
6) Zebra in the lion country.
(Smallcap investing)
7) The investment checklist.
(Imp of checklist)
8) Value Migration.
(Mega Shifts in business landscape)
9) The Outsiders.
(Capital Allocation)
10) Megatrends.
(Trends of new world)
11) Poor Charlie's Almanack.
(Mental Models)
Read 19 tweets
Dec 30, 2022
My learnings as an investor in 2022. A thread.
1) Bear markets are inevitable.
2) Mean reversion can be brutal.
Read 11 tweets
Oct 31, 2022
List of companies with more than 50% Market Share:

1) APL Apollo (structural & pre galvanized tubes)
2) CDSL (investors accounts)
3) Interglobe Aviation (air traffic passengers)
4) GMM Pfaudler (glass lined equipment)
5) La Opala (opalware)
6) Asian Paints (decorative paints)
7) Colgate (oralcare)
8) Symphony (coolers)
9) PGHH (female care & vaporub)
10) HLE Glasscoat (filtration & drying equipment)
11) Delta Corp (online poker games)
12) Bajaj Auto (3W segment)
13) Vinati Organics (IBB)
14) OCCL (insoluble sulphur)
15) LMW (textile machinery)
16) Bajaj Consumer (almond hair oil)
17) Indiamart (online B2B Classified space)
18) Vst Tillers (power tillers)
19) Sanghvi Movers (overall domestic crane hiring market)
20) Emami (antiseptic & male grooming)
21) Laxmi Organics (diketene derivatives)
Read 10 tweets
Sep 6, 2022
Philip Fisher's 15 point checklist put in the Indian context with examples:

1) Huge Addressable Market:
Page Industries, Relaxo Footwears, Titan, Hatsun Agro.

2) New Product Development/ Innovation:
Saregama, 3M, Tata Consumers Products, Nestle, ITC, Amul.
3) Efficient R&D:
3M, Tata Elxsi, Pfizer.

4) Above Average Sales Organisation:
HUL, Britannia, Parle, Nestle, Amul.

5) Worthwhile Profit Margin:
Colgate. Aptus Housing. Icici Securities. Info Edge.

6) Initiative to improve margins: Escorts. Pidilite. Eicher.
7) Relations with Employees: Tata.

8) Relations with Executives: HDFC, Tata.

9) Depth in Management:
United spirits, Nestle, HUL, Pidilite, Asian Paints.

10) Cost Analysis & Accounting Controls: Dmart.
Read 4 tweets
Sep 4, 2022
Market Leaders by Category:

IRCTC 100% market share in rail network.

HAL 100% market share in its segment.

IEX >90% market share in power trading.

Zydus wellness >90% market share in sugar free product.

Eicher motors >85% market share in 250cc bikes category.
Wabco >85% market share in braking systems. (Medium & Heavy vehicles)

MCX >85% market share in commodity trading.

tinna rubber >80% ms in micronized rubber powder

Coal India >80% market share in coal production in India.

ITC >75% market share in cigarettes.
Honda Siel >75% in portable power generators.

Hindustan Zinc >75% market share in primary zinc industry.

Asahi India Glass >70% market share in automotive glass.

NRB Bearings >70% market share in needle roller bearings.

Suprajit Engineering >70% market share in Cables 2W.
Read 17 tweets

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